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Inactive

Lorenzo Andres Alfonso

Mariner

Englewood, CO

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-22
  • CO RA
    APPROVED
    Since 2026-07-22

Branch Locations

8310 S Valley Hwy Suite 205, Englewood, CO 80112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grant Private Wealth Management, Inc. Pleasanton CA 05/2024 06/2026
Grant Private Wealth Management, Inc. Pleasanton CA 12/2022 06/2026
Full-Time Student Pueblo CO 08/2009 06/2026
Mariner Overland Park KS 06/2026 07/2026
Mariner Overland Park KS 07/2026 Present
  • 05/2024 → 06/2026
    Grant Private Wealth Management, Inc.
    Pleasanton, CA
  • 12/2022 → 06/2026
    Grant Private Wealth Management, Inc.
    Pleasanton, CA
  • 08/2009 → 06/2026
    Full-Time Student
    Pueblo, CO
  • 06/2026 → 07/2026
    Mariner
    Overland Park, KS
  • 07/2026 → Present
    Mariner
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-02
  • S65 Uniform Investment Adviser Law Examination
    2024-05-02

View on SEC IAPD

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Other Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO
INTEGRATED WEALTH CONCEPTS LLC · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
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